Branch Experience Leader—Operations & Service

J.P. Morgan Chase & Co.; Rancho Santa Margarita (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

JP Morgan Chase is seeking a Branch Operations Lead to partner with the Branch Manager in delivering exceptional client experiences in our California branch. The role focuses on guiding daily operations, supervising staff, and ensuring transactions are processed accurately while upholding bank policies and regulatory requirements.

You will greet clients, direct lobby flow, promote self-service options, and build lasting relationships with customers.

Qualifications

• 1+ years of retail banking experience.
• Ability to work weekends and evenings.
• Willingness to travel for training and meetings.

Responsibilities

• Collaborate with Branch Manager to create a welcoming and vibrant branch environment.
• Greet clients at entry, assist with transactions, manage lobby flow and meetings.
• Engage clients with clear communication to understand and meet their needs.
• Lead branch operations, including cash devices like the cash vault and ATM, ensuring accuracy and policy adherence.
• Introduce clients to the branch team and specialists to address financial needs.
• Promote self-service options to simplify banking for clients.
• Support loss control, compliance, and audits to maintain secure operations.

Skills

Policy adherence

Detail oriented

Leadership

Client education

Team collaboration

Retail banking

Time management

Education

High school diploma or GED

Foreign equivalence acceptable

Job description

JP Morgan Chase is seeking a Branch Operations Lead to partner with the Branch Manager in delivering exceptional client experiences in our California branch. The role focuses on guiding daily operations, supervising staff, and ensuring transactions are processed accurately while upholding bank policies and regulatory requirements.

You will greet clients, direct lobby flow, promote self-service options, and build lasting relationships with customers.